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Investment Consulting

Portfolio Construction Assistance

Expert Support for Better Investment Outcomes

If you’re looking for more effective and efficient ways to manage portfolios in a competitive cost structure, our portfolio construction assistance may fit your business. We can seamlessly connect you to a broad network of strategists and managers to help you navigate our vast, scalable open-architecture platform.

Investment Consulting Hero Side by Side

Providing Holistic Portfolio Construction Guidance

Proven Expertise. Delivered.

You’ll gain immediate access to dynamic asset allocation portfolios, institutional-caliber investment managers and OCIOs, and industry-leading risk management tools to help provide clients with outcome-oriented solutions.

Scalable Customization

Whether active or passive, fully outsourced or partially, you can leverage our platform for strategic asset allocation, a strategic and tactical blend, core/satellite and several other approaches—all inside a single account.

Comprehensive Yet Easy-to-Use Workflows

We can help you maintain portfolio construction, investment selection, trading, compliance, and other related guidelines while providing the flexibility you need by establishing efficient and simple workflows.

Portfolio Solutions: We Can Help, But You’re Always in Control

Leveraging Adhesion Wealth’s portfolio construction assistance doesn’t mean giving up control of your client accounts. Yes, we can help you customize portfolios and seamlessly provide holistic wealth management plans, but you’ll always have complete command over every level of engagement with your clients, including:

  • Investment solution design and implementation
  • Oversight and monitoring of client and investment activity
  • Client relationships and communication
Portfolio Construction Assitance Full Width

Customizable Delivery Approaches

Whether you prefer to manage your own portfolios or completely utilize our turn-key UMA programs—or something in between—the Adhesion Wealth platform lets you combine your own advice delivery with whatever level of our outsourced portfolio management services you need, including:

  • OCIO as Portfolio Manager
  • SMA Only (Single Sleeve)              
  • Unified Managed Account (UMA)
  • Unified Household Reporting 

Let Us Know How We Can Assist You Today

For financial professional use only.

Important Information

This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.

For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion Wealth Advisor Solutions (“Adhesion Wealth”).

Adhesion Wealth is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion Wealth and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.

Adhesion Wealth is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.

©2024 Adhesion Wealth Advisor Solutions. All rights reserved. © 2024 Adhesion Wealth Advisor Solutions, Inc. All rights reserved.

C24-20942 | 02/2024 | EXP 2-28-2026